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How Siebel CRM Desktop Handles Microsoft Outlook tasks

This topic describes how Siebel CRM Desktop handles data for a native Microsoft Outlook task. For more information, see How Siebel CRM Desktop Maps Fields Between Siebel CRM Data and Microsoft Outlook Data.

If the user:

• Saves a new Outlook task that is shared, then CRM Desktop creates a new Siebel CRM activity.
• Changes a native Outlook task that is shared, then CRM Desktop changes the corresponding Siebel CRM activity.
• Deletes a native Outlook task, and if this user:
  • Is the owner of the activity, then CRM Desktop deletes the corresponding Siebel CRM activity.
  • Is not the owner of the activity, then CRM Desktop removes the user from the employee team. It does not delete the corresponding Siebel CRM activity.